Embed XML Attachments to Invoice PDFs

In this guide we will cover: – eInvoicing – How to embed an XML Attachment to an invoice PDF eInvoicing Commencing January 1st 2025, the European Union will begin to implement eInvoicing. Compliance for this will be optional for 1 year. Commencing January 1st 2026, eInvoicing will be made mandatory for all customers in the […]

StreamOne Ion Integration

In this guide we will cover: – What is the StreamOne Ion Integration? – OAuth Credentials – Configuring the Integration – Customers – Subscriptions Related Guides: Licences/Subscriptions Overview What is the StreamOne Ion Integration? The StreamOne Ion integration can be used to import your customers and subscriptions as well as update customers licenses on a […]

Top Levels

In this guide we will cover:  – Enabling Top Levels – Creating a Top Level – Importing Top Levels – Ticket Lists Filter – Notifications Criteria – Knowledge Base Access – Calendar Filter – Column Profiles – Assigning Tickets to Other Customers in the Top Level – Setting as Default View – Showing Top Level […]

Organisations

In this guide we will cover: – Configuring your Organisation – Departments – Organisational Chart Related Guides: Multi-Tenancy Start to Finish: Organisation Structure Departments and Teams Configuration Settings Guides: Organisation Organisational Chart Departments Settings Details Configuring your Organisation To configure your Organisation go to the Organisation configuration area and click on the "Configure My Organisation" […]

Updating Workflow Step Based on the Stage that is Clicked

In this guide we will cover: – Setting up Chevron view – Editing the Workflow – Using on a Ticket Within the Details tab of the workflow, you can add in the step you would like to move to if the chevron view is enabled and a stage of the workflow progress visual is clicked […]

Purchase Orders

In this guide we will cover: – Ordering Items from a Sales Order – Purchase Order Screen and Options – Purchase Order Approvals – Sending The Purchase Order – Purchase Order Statuses and System Uses – Confirmation of the Supplier Receiving the Purchase Order – Adding SKUs to purchase orders  – Associating a Purchase Order with […]

FAQ Lists in the Knowledge Base

In this guide we will cover: – What are FAQ lists? – Creating New Articles – Configuring FAQ Lists – FAQ Groups – Restrict suggested FAQ lists per ticket type – FAQ Lists on the Portal – Sending Article Links Admin Guides: Knowledge Base Related Guides: An Introduction to the Knowledge Base What are FAQ […]

Approving Quotes Overview

In this guide we will cover: – Sending a Quote for Approval – Quote Approval via the User Portal – Configuration Options for Quoting – Internal Quote Approvals – Creating a project off the back of a converted opportunity – Closing the quote and raising the order – Automatically create a Sales Order and Close […]

Showing your Roadmap

In this guide we will cover: – Adding the Roadmaps Option to the Self-Service Portal – Enabling Roadmap Columns  Admin Guides: Self Service Portal You can show your upcoming changes on the Self-Service Portal via the inclusion of the 'Roadmaps' menu option. This will show Tickets of ITIL type 'Change Request' in a Kanban format, […]

PagerDuty Integration

In this guide we will cover: – What is the PagerDuty Integration? – How to set up the PagerDuty integration  What is the PagerDuty Integration? PagerDuty can be integrated with your Halo instance to have incidents sync between PagerDuty and Halo. This integration syncs two-way so updates in Halo will sync over to PagerDuty and […]